Requisition ID:

Role Overview

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring individual goals, plans, and initiatives are executed to support the team’s business strategies and objectives while following governing regulations, internal policies, and procedures. Reporting to the Manager, Regional Administration, you will provide administrative and operational support, both in-office and virtually, to assist Financial Consultants and Portfolio Managers in maintaining high service standards for all MD clients.

Responsibilities

• Champion a customer-focused culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
• Provide service and sales support to Financial Consultants and Portfolio Managers, responding ef...